Yield optimization systems
Automated allocation across yield sources with risk-adjusted rebalancing.
- Engagement
- Fixed-scope build with a quarterly review option
- Typical timeline
- 8–12 weeks
- Starts with
- A list of where your capital sits today and the rate each place currently pays.
Capital is parked across savings products, money market funds and on-chain protocols, and the allocation was last reviewed when somebody had a free afternoon. The extra yield is visible; the risk being taken for it is not written down anywhere.
Idle capital put to work within limits you set.
What we build
Concrete artefacts, handed over and documented.
- 01
A risk budget in writing: how much may sit in each venue or protocol, and the conditions that force a withdrawal
- 02
Automated allocation and rebalancing inside those limits, with each movement requiring the approvals a wire transfer would
- 03
Yield accounting that separates genuine return from token incentives and shows the net figure after fees and gas
- 04
Monitoring on the signals that precede a loss: thinning liquidity, changing collateral ratios, governance proposals, a peg drifting
- 05
Tax-ready records with cost basis per position, exported in the format your accountant already works in
What changes
Idle balances earn at a rate somebody chose deliberately rather than by neglect
Every allocation has a stated ceiling and an exit condition agreed before capital moves
Year-end reporting takes hours, because the records were built as the transactions happened
How it runs
01Risk budget
We work through each yield source with you and write the limits, the exit triggers and the approvals.
02Automation
Allocation logic, approval routing and the accounting that runs alongside every movement.
03Monitoring and drills
Alerts wired to a channel your team reads, then a rehearsed withdrawal under a simulated stress event.
Chosen per project. Named here so you can see the shape of it.
- Python
- Fireblocks
- Postgres
- Grafana
Questions we get asked
Tell us the outcome, not the tooling.
Send us the situation you are in. We will tell you which discipline it belongs to, what we would do first and what it costs, including when the answer is to wait.